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For this episode, Tellimer’s Senior Economist Patrick Curran is joined by Dennis Shen and Thomas Gillet of Scope Ratings to unpack South Africa’s historic general elections and the potential policy, economic, fiscal and sovereign-rating implications.
NOTE: This podcast was recorded on 31 May 2024 at 14:00 UK time before final results had been announced.
The Emerging Markets Podcast by Tellimer – the single point of entry to EM research and data. Edited and produced by Fabian Hodge. Artwork by Kristian Klamar.
Check out the full Tellimer offering here.
The Emerging Markets Podcast dives into a range of topics in the emerging and frontier market world including investment themes, debt restructuring, elections, and geopolitical tensions.
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This podcast is provided for information purposes and represents the personal opinions of the speakers. It is not an offer or solicitation for investment in any securities, nor should it be regarded as investment advice. Tellimer Limited does not offer or provide personal advice and no mention of a particular security in this podcast constitutes a recommendation to buy, sell or hold that or any security, portfolio of securities, or enter any transaction or investment strategy. Nor is any such mention an indication that any investment is suitable for any specific person.